Emily Li

Emily Li Email and Phone Number

Building Dreams and Securing Financial Confidence for Professionals · Financial Advisor · Personal & Business Financial Planning @ Northwestern Mutual
milwaukee, wisconsin, united states
Emily Li's Location
New York, New York, United States, United States
About Emily Li

Hey there! Our mission is dedicated to educating individuals and families on effective financial management by tailoring a plan that aligns with their lifestyle and aspirations, aiming to attain financial security and freedom. We believe financial planning is a continuous journey rather than a one-time event.Our goal is to unravel the complexities of finances. We make this journey enjoyable, personalized, and non-judgmental. Employing a comprehensive planning approach, we help connect all pieces of the puzzle, rather than focusing solely on the individual pieces. Together, we'll identify your pivotal goals and construct a financial plan to help you achieve them. I believe it is important to work with someone you trust, enjoy, and will always provide clear and achievable recommendations. My team and I would love to be that resource for you in your journey to financial security. Reach out to get your financial planning journey started!Specialties: Goal-Oriented Financial Planning | Financial Education | Wealth Management | Insurance Planning | Budgeting | Retirement Planning | Tax Planning | Estate Planning

Emily Li's Current Company Details
Northwestern Mutual

Northwestern Mutual

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Building Dreams and Securing Financial Confidence for Professionals · Financial Advisor · Personal & Business Financial Planning
milwaukee, wisconsin, united states
Employees:
31224
Emily Li Work Experience Details
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jun 2023 - Present
    New York City Metropolitan Area
  • Flushing Bid
    Social Media & Digital Marketing Manager
    Flushing Bid Jun 2018 - Aug 2021
    New York, New York, United States
  • Flushing Bid
    Assistant Project Manager
    Flushing Bid Jun 2016 - Aug 2021
    New York, New York, United States

Emily Li Education Details

Frequently Asked Questions about Emily Li

What company does Emily Li work for?

Emily Li works for Northwestern Mutual

What is Emily Li's role at the current company?

Emily Li's current role is Building Dreams and Securing Financial Confidence for Professionals · Financial Advisor · Personal & Business Financial Planning.

What schools did Emily Li attend?

Emily Li attended Binghamton University, Townsend Harris High School.

Who are Emily Li's colleagues?

Emily Li's colleagues are Mary Graan, Oliver Edwards, India Lindeman, Mark Holloway, Zach Otto-Fisher, John Salazar, David Guistolise.

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